See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $417,951 | $148,534+181.4% | $135,903+207.5% | $139,434+199.7% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 22.84% | 79.19%-56.4pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $9,036 | $5,243+72.3% | $4,856+86.1% | $4,751+90.2% |
| Participant deferral / active EE | $88,800 | $8,100+996.3% | $7,758+1044.7% | $6,710+1223.4% |
| Admin fee / account holder | $12,156 | $12,400-2.0% | $10,762+13.0% | $11,403+6.6% |